Candor – System Administration – Configuring the Candor Input Form and Plugin
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Course Title: Halcyon System Administration – Configuring the Input Form and Plugin
Course Overview: The “Halcyon System Administration – Configuring the Input Form and Plugin” course is a comprehensive training program designed to empower system administrators with the knowledge and skills to effectively configure the Halcyon input form and plugin settings. In this course, participants will learn the step-by-step process of customizing the input form to suit the specific needs of their organization and integrating plugins for enhanced functionality. By the end of this course, participants will be proficient in managing and optimizing the Halcyon input form and plugin to streamline mortgage data collection.
Course Duration: 120 minutes
Course Objectives:
- Understand the role of system administration in configuring the Halcyon input form and plugin.
- Familiarize participants with the Halcyon input form and its key elements.
- Learn how to customize the input form fields and layout to meet organizational requirements.
- Implement plugins to extend the capabilities of Halcyon and enhance user experience.
Course Content
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Section 1 - Configuring the Halcyon Plugin
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- Lesson 1 – Installing Halcyon Plugin PackageCopy
- Lesson 2 – Halcyon Input FormCopy
- Lesson 3 – Docusign Develop CredentialsCopy
- Lesson 4 – Updating the Halcyon Plugin CDOCopy
- Lesson 5 – Adding Halcyon Fields to the reporting DtabaseCopy
- Lesson 6 – Persona Access to ServicesCopy
- Lesson 7 – Business rules for Halcyon auto RunCopy
- Lesson 8 – Reporting DatabaseCopy
- Lesson 9 – Pipeline Views and reports with Halcyon Custom FieldsCopy
- Lesson 10 – Halcyon Test Data RunsCopy
- Quiz 1CopyCopy
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Section 2 - Halcyon System Support
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Requirements
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Features
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Target audiences
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FAQs
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Instructor
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